Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,661 | $51,736-50.4% | $120,225-78.7% | $67,986-62.3% |
| Participation rate | 88.3% | 46.1%+42.2pp | 69.6%+18.7pp | 57.2%+31.1pp |
| Annual return | 33.74% | 31.98%+1.8pp | 439.23%-405.5pp | 31.67%+2.1pp |
| Employer contribution / active EE | $0 | $1,071-100.0% | $3,475-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $8,043 | $2,206+264.6% | $3,999+101.1% | $3,358+139.5% |
| Admin fee / account holder | $1,798 | $4,159-56.8% | $5,696-68.4% | $3,203-43.9% |